Latest Stock Portfolios of the World's Best Investors & Hedge Funds

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
OPTFSNA
3851
Old Point Trust & Financial Services N A
Virginia
$182M -$605K -0.3% 3.95% 53.6% 67
TCCM
3852
Timber Creek Capital Management
Massachusetts
$182M +$22.3M +14% 7.27% 78.7% 125
EVC
3853
Eidelman Virant Capital
Missouri
$182M +$43.5M +32% 8.37% 45.7% 176
WEO
3854
William E. Oberndorf
$181M -$20.2M -10% 7.94% 107% 8
BWAM
3855
Boyd Watterson Asset Management
Ohio
$181M +$33.6M +23% 7.88% 79.2% 127
GPA
3856
Guidance Point Advisors
Massachusetts
$181M +$1.47M +0.8% 4.4% 65.1% 82
IF
3857
IRON Financial
Illinois
$181M -$13M -7% 6.39% 39.7% 122
MG
3858
MilWealth Group
Wisconsin
$181M +$12.3M +7% 4.82% 29.4% 69
HCM
3859
HMS Capital Management
Tennessee
$181M +$4.16M +2% 6.93% 94.6% 115
DFA
3860
Delta Financial Advisors
Louisiana
$181M +$10.9M +6% 8.22% 77% 106
E
3861
EnerVest
Texas
$180M -$31.1M -15% 14.7% 7.1% 1
LWA
3862
Lowe Wealth Advisors
Maryland
$180M +$10.4M +6% 6.08% 46.2% 299
GPC
3863
Garrison Point Capital
California
$180M +$29.9M +20% 1.43% 21
TW
3864
Towerpoint Wealth
California
$180M +$19.3M +12% 4.6% 47.1% 69
PFP
3865
Patriot Financial Partners
Pennsylvania
$180M -$13.4M -7% 11.5% 16.6% 26
PC
3866
PhiloSmith Capital
Connecticut
$180M +$3.25M +2% 2.2% 96.6% 35
BCM
3867
Boltwood Capital Management
California
$179M +$13.6M +8% 7.3% 41.3% 143
CCG
3868
Ceeto Capital Group
Florida
$179M +$24.7M +16% 12.4% 83.2% 142
DC
3869
DeDora Capital
California
$179M +$13.2M +8% 11.8% 75.5% 100
BFO
3870
Biltmore Family Office
North Carolina
$179M +$13M +8% 7.99% 82.8% 182
CSM
3871
CAMG Solamere Management
North Carolina
$179M -$2.45M -1% 8.33% 51.8% 120
HKIM
3872
Hayek Kallen Investment Management
Alabama
$179M +$2.35M +1% 9.95% 70.8% 71
MCP
3873
Maso Capital Partners
Hong Kong
$179M -$63.4M -26% 18.6% 8.7% 32
ETI
3874
Enterprise Trust & Investment
California
$179M +$11.3M +7% 8.59% 58.6% 195
FUBT
3875
First United Bank & Trust
Maryland
$179M +$9.47M +6% 9.13% 60.4% 130